2021 -2023 Business Analyst and Privacy Specialist @
2020 -2021 Business Development Representative @
2020 -now Partner, Associate Portfolio Manager and Financial Planner @
2017 -2020 Senior Private Banker @
2015 -2017 Financial Services Professional @ CIBC Imperial Service
2009 -2015 Financial Advisor @
Alex Bernier Education
University of Essex
Master of Laws - LLM (International trade and commercial law)
2019-2021
FP Canada
CFP® CERTIFIED FINANCIAL PLANNER® professional (Financial Planning)
2019-2019
Financial Planning Standards Council
FPSC Level 1® (Financial Planning and Services)
2017-2018
Canadian Securities Institute
PFP® Personal Financial Planner Designation (Financial Planning and Services)
2017-2017
Carleton University
Bachelor’s Degree (Law)
2012-2015
IFSE Institute
(Investments and Securities)
2014-2014
Cégep Heritage College
DEC (Commerce)
2007-2009
Alex Bernier Skills
Customer Service
Leadership
Retail Banking
Finance
Customer Satisfaction
Sales
Social Media
Strategic Planning
Call Centers
Time Management
Team Leadership
Public Speaking
Teamwork
Financial Analysis
Financial Planning
Investment Management
Financial Services
Automotive
Bilingualism
Wealth Management
Decision-Making
Business Development
Asset Management
Alex Bernier Summary
Alex Bernier, based in Ottawa, ON, CA, is currently a Head of Legal and Compliance at Noibu. Alex Bernier brings experience from previous roles at Noibu, Exponent Investment Management and Laurentian Bank of Canada. Alex Bernier holds a 2019 - 2021 Master of Laws - LLM in International trade and commercial law @ University of Essex. With a robust skill set that includes Customer Service, Leadership, Retail Banking, Finance, Customer Satisfaction and more. Alex Bernier has 4 emails on RocketReach.
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